Tradition Wealth Management’s Watsco Inc WSO Stock Holding History

Tradition Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-459	Closed	-$203K	–	510
2025 Q2	$203K	Buy	459 +1	+0.2%	+$464	0.02%	427
2025 Q1	$233K	Buy	458 +14	+3%	+$6.9K	0.02%	388
2024 Q4	$211K	Sell	444 -117	-21%	-$59.3K	0.02%	389
2024 Q3	$276K	Buy	561 +2	+0.4%	+$961	0.02%	341
2024 Q2	$259K	Buy	559 +4	+0.7%	+$1.83K	0.03%	335
2024 Q1	$240K	Buy	555 +3	+0.5%	+$1.21K	0.02%	340
2023 Q4	$237K	Sell	552 -7	-1%	-$2.71K	0.02%	301
2023 Q3	$211K	Buy	559 +4	+0.7%	+$1.45K	0.03%	300
2023 Q2	$212K	Buy	555 +4	+0.7%	+$1.36K	0.02%	301
2023 Q1	$175K	Buy	+551	New	+$162K	0.02%	323

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tradition Wealth Management's WSO Position: Q3 2025 in Review

Tradition Wealth Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 459 shares — an estimated $203K sold.

Tradition Wealth Management first reported a position in WSO in Q1 2023 and held it in 10 quarters. The position peaked at $276K in Q3 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Tradition Wealth Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Tradition Wealth Management sold 459 Watsco Inc shares in Q3 2025, an estimated $203K.
Tradition Wealth Management first reported a position in Watsco Inc in Q1 2023 and held it in 10 quarters.
Tradition Wealth Management's Watsco Inc position peaked at $276K in Q3 2024.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.